Historic Sotterley Inc
- Assets
- $3.1m
- Revenue
- $719.1k
- Investments
- $0.0
- Employees
- 18
- Location
- Hollywood, MD
- Founding
- 07/1964
- Data as of
- 06/2021
- EIN
- 52-6037721
Organization Overview
Historic Sotterley Inc is located in Hollywood, MD. The organization was established in 1964. According to its NTEE Classification (T20) the organization is classified as: Private Grantmaking Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. As of 06/2021, Historic Sotterley Inc employed 18 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Historic Sotterley Inc is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 06/2021, Historic Sotterley Inc generated $719.1k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 6 years, the organization has seen revenues fall by an average of (3.3%) each year. All expenses for the organization totaled $843.9k during the year ending 06/2021. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
THE MISSION IS TO PRESERVE, RESEARCH, AND INTERPRET SOTTERLEY PLANTATIONS DIVERSE CULTURES AND ENVIRONMENTS AND TO SERVE THE WORLD AS AN EDUCATIONAL, CULTURAL, AND COMMUNITY RESOURCE.
Describe the Organization's Program Activity:
Part 3 - Line 4a
EXHIBITS AND EXHIBITIONS SOTTERLEY PLANTATIONS NUMEROUS HISTORIC BUILDINGS, COLLECTIONS PIECES, AND ENVIRONMENT PROVIDE A BACKDROP FOR THE INTERPRETATION OF THIS 300 YEAR OLD NATIONAL HISTORIC LANDMARK. ADDITIONALLY, OUR VISITOR CENTER CONTAINS SPACES DEDICATED TO INTERPRETATION, WITH INTERPRETIVE PANELS, EXHIBITS, AND VIDEOS ABOUT THE SITE. TWO NEW EXHIBITS ARE NOW LOCATED IN THE CORN CRIB AND THE SLAVE CABIN AND BOTH HELP TO CONVEY A MORE COMPLETE UNDERSTANDING OF SOTTERLEYS HISTORY AND OF THE LIVES OF THE WHITE, BLACK, FREE, AND ENSLAVED PERSONS WHO LIVED HERE.
EDUCATIONAL PROGRAMS HELD AT SOTTERLEY CONTINUE TO SERVE THOUSANDS OF STUDENTS FROM ALL OVER THE STATE OF MARYLAND. NEW SCHOOLS CONTINUED TO BE INTRODUCED TO SOTTERLEYS UNIQUE HANDS ON APPROACH TO LEARNING, AND THE PROGRAMS CONTINUE TO GET OUTSTANDING REVIEWS BY THE MARYLAND DEPARTMENT OF EDUCATION AS WELL AS THE INDIVIDUAL SCHOOLS WHICH HAVE ATTENDED. SOTTERLEY CONTINUALLY REVAMPS ITS PROGRAM TO MATCH THE COMMON CORE STANDARDS USED IN THE SCHOOL SYSTEM, AND A NEW PROGRAM WAS ADDED TO SOTTERLEYS ALREADY IMPRESSIVE LINE UP LOYALIST TO PATRIOT.
VISITOR PROGRAMS HAVE SERVED GUESTS FROM ALL OVER THE UNITED STATES AND INTERNATIONALLY, AND SOTTERLEYS GUESTS HAVE LEARNED ABOUT THE HISTORY OF NOT ONLY THIS SPECIAL SITE, BUT THAT OF OUR REGION AND NATION. ADVANCES HAVE BEEN MADE IN THE INTERPRETIVE PLAN SO THAT IT IS MORE INCLUSIVE OF THE AFRICAN AMERICAN SIDE OF SOTTERLEYS AND OUR NATIONS HISTORY. SOTTERLEYS STORIES ARE NOT ONLY THOSE OF ITS OWNERS, BUT THOSE OF THE ENSLAVED AND FARM LABORERS WHO LIVED AND WORKED ON SITE. SOTTERLEY HAS A WONDERFUL VOLUNTEER BASE THAT MAKES SO MANY OF OUR ACHIEVEMENTS POSSIBLE. SOTTERLEY CONTINUES TO RECRUIT NEW VOLUNTEERS TO WORK AS DOCENTS, WORK IN THE MUSEUM SHOP, WORK IN THE GARDEN GUILD, AND WORK AS OFFICE VOLUNTEERS AND TO SUPPORT SPECIAL EVENTS.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Nancy Easterling Executive Director | Officer | 40 | $44,423 |
Janice Briscoe Vice President | OfficerTrustee | 1 | $0 |
Charles Johnston President | OfficerTrustee | 1 | $0 |
Raymond Dodson Jr Treasurer | OfficerTrustee | 1 | $0 |
Lynn Fitrell Secretary | OfficerTrustee | 1 | $0 |
Robert Aldridge Director | Trustee | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $59,305 |
| Fundraising events | $58,934 |
| Related organizations | $0 |
| Government grants | $111,183 |
| All other contributions, gifts, grants, and similar amounts not included above | $439,692 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $669,114 |
| Total Program Service Revenue | $26,238 |
| Investment income | $382 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $10,250 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $13,095 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $719,103 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $29,701 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $54,518 |
| Compensation of current officers, directors, key employees. | $6,542 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $284,739 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $7,966 |
| Payroll taxes | $27,543 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $0 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $14,910 |
| Advertising and promotion | $565 |
| Office expenses | $16,157 |
| Information technology | $10,124 |
| Royalties | $0 |
| Occupancy | $26,620 |
| Travel | $371 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $104,320 |
| Insurance | $30,815 |
| All other expenses | $0 |
| Total functional expenses | $843,881 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $110,458 |
| Savings and temporary cash investments | $344,825 |
| Pledges and grants receivable | $4,385 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $11,616 |
| Prepaid expenses and deferred charges | $1,209 |
| Net Land, buildings, and equipment | $2,319,854 |
| Investments—publicly traded securities | $54,084 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $203,595 |
| Total assets | $3,050,026 |
| Accounts payable and accrued expenses | $2,084 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $112,394 |
| Other liabilities | $0 |
| Total liabilities | $114,478 |
| Net assets without donor restrictions | $2,382,977 |
| Net assets with donor restrictions | $552,571 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $3,050,026 |
Grants Recieved
Over the last fiscal year, we have identified 5 grants that Historic Sotterley Inc has recieved totaling $19,747.
| Awarding Organization | Amount |
|---|---|
Greater Washington Community Foundation Washington, DC PURPOSE: GENERAL SUPPORT | $10,000 |
The Nancy Ruyle Dodge Charitable Trust Mechanicsville, MD PURPOSE: EDUCATION & HISTORICAL PRESERVATION | $6,500 |
James B Luke Family Charitable Foundation Parsippany, NJ PURPOSE: TO PRESERVE OUR HISTORIC STRUCTURES AND NATURAL ENVIRONMENT. | $3,000 |
Lazard Foundation New York, NY PURPOSE: UNRESTRICTED | $154 |
Amazonsmile Foundation Seattle, WA PURPOSE: GENERAL SUPPORT | $93 |
Endowment Analysis
| Beg. Balance | $48,733 |
| Earnings | $6,033 |
| Ending Balance | $54,766 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Msi-Us Washington, DC | $1,301,607 | $71,292,993 |
Oberkotter Foundation Philadelphia, PA | $83,021,123 | $23,009,013 |
Pnc Foundation Pittsburgh, PA | $218,373,148 | $3,451,991 |
Peter Alfond Foundation Bethesda, MD | $78,752,550 | $129,307,233 |
Bhp Foundation Washington, DC | $309,092,778 | $68,102,954 |
Wyss Medical Foundation Inc Washington, DC | $41,278,790 | $827,503 |
Service Coordination Inc Frederick, MD | $19,156,790 | $52,158,150 |
Sarah Scaife Foundation Inc Pittsburgh, PA | $645,014,499 | $79,121,296 |
Claws Foundation Reston, VA | $37,055,234 | $1,734,426 |
J Howard Pew Freedom Tr Philadelphia, PA | $675,828,558 | $64,346,772 |
J Willard And Alice S Marriott Foundation Bethesda, MD | $441,340,618 | $31,840,539 |
Mccune Foundation Pittsburgh, PA | $180,488,577 | $38,182,239 |